ClearView

Features

Gain greater control by knowing that your system will help drive decision-making processes and enable your people to be more productive. ClearView Cloud ERP gives you confidence that the right people in your organization are making the right decisions.

Financial Management and Accounting

Financial management and accounting Manage your cash, fixed asset, receivables, payables, and banking.

Improve Sales Processes

Manage your sales department's internal process document workflow start from quote, order, ship, and invoice. The approval workflow can set up follow to your business processes. All the transactions are linked to your financial accounting.

Purchase & Ordering

Manage your ordering process start from purchase requisition with an approval workflow process to create PO to the supplier then receiving goods with proper purchasing cost calculation (Average or FIFO). The additional cost freight charge, clearance fee can add to the cost.

Warehouse & Inventory

Manage your inventory stock demand on supply with proper re-order quantity plus safely stock, the product serial no, LOT & expiry date with multiple warehouses.

Trade Business-to-business(B2B)

Trade Business-to-business (B2B) Manage your supply chain business by tracking sales representatives call plan (GPS/Time), promotion, POSM/Merchandizing, and sales by mobile app.

e-Commerce

All of the products be able to publish in our e-commerce market spaces which is allow the customers to make ordering products from the e-commerce app and the customers be able to track their ordering status in the app.

Mobile Distribution

To manage your distribution or logistics business, our solution provides a mobile distribution app for all salespersons to perform their daily work activities. the solution helps your sales & marketing director quickly receive up-to-date all sales transactions and marketing information from the salesperson for the decision to make a strategy plan.

Back office system

Manage salesperson hierarchy by region, area, province, group, etc.
Manage product hierarchy by brand, category, group, and unit of measure.
Manage product pricing by the unit of measure, customer group, and date.
Manage the salesperson outlet covered, multiple salespeople per outlet.
Setup promotion (Fix & Mix) by region, area, province, salesperson group, customer group & specific salesperson.
Setup redemption by region, area, province, salesperson group, customer group & specific salesperson.
Pre-define salesperson's appointment with an outlet by weekday Sales performance by region, area, province, etc.
Distribution report by region, area, province, etc. Average drop size report by region, area, province, etc.
Call effectiveness report by salesperson, brand and specific item.
Promotion/Redemption summary report.
Outlet stock movement report by week.
Outlet last stock holding report by week.
Salesperson's daily activities report.
Detail sales transaction report.
Salesperson call detail report by date.
Salesperson call summary report by month.
Salesperson call positioning and duration report by date.
SO shipment history report.
SO summary report by specific item.

Mobile app

Manage stock requests at the beginning of daily activities.
Manage pre-define today's appointment with a team and a specific salesperson.
Add unplan today's appointment on customer called.
Check the customer GPS location on a map including the suggestion of the nearest customer.
Check-in & out customers by capture GPS location and time of work.
Check the customer stock inventory for the products and competitor's products
Survey competitor's product pricing survey.
Check the merchandise and POSM
Perform sales transactions (Pre-sales or cash sales).
Check the customer's account receivable and perform cash collection.
Perform item redemption to customer
Notification alert on promotion or redemption notifies by system admin.
End of the day settlement stock and cash collection.
Manual upload daily transactions to the back-end system.
The salesperson can perform their daily job without an internet connection.
The mobile app does a background process auto-synchronization for the back-end report.
Checking salesperson target, sales actual and achievement %
Call compliance report
Call positioning and duration of customer onside visit
Sales performance by brand, SKU report
Call effectiveness by downline salespersons and SKU report
SO outstanding, shipped report
Salesperson GPS Live tracking